Field/Function

Description

Booking Agent

Selected the agent responsible for booking the order from the available list defined within Agent Setup.  Use the Agent Find () for advanced search options.

The drop-down selector includes sortable columns for the Agent ID, Agent Name, and Van Line affiliation.

Reference Agent Information () for detailed information on the selected agent.

Agent Name (and Location)

The name of the selected agent displays along with the city, state, and postal code of the agent.

Division

Select a division from the list, if present.  See Divisions for more information.

Fax

Enter/update the fax associated to the Origin Agent.

Memo

Additional contact information or other pertinent data (up to 60 characters) can be set in the memo area.  Common usages for this field are to store a fax number, old addresses, or email address(es). 

Origin Agent

Origin Agent

Selected the agent where the order originated from. Use the Agent Find () for advanced search options.

The drop-down selector includes sortable columns for the Agent ID, Agent Name, and Van Line affiliation.

Reference Agent Information () for detailed information on the selected agent.

Agent Name (and Location)

The name of the selected agent displays along with the city, state, and postal code of the agent.

Division

Select a division from the list, if present.  See Divisions for more information.

Fax

Enter/update the fax associated to the Origin Agent.

Memo

Additional contact information or other pertinent data (up to 60 characters) can be set in the memo area.  Common usages for this field are to store a fax number, old addresses, or email address(es). 

Haul As

For the Hauling Agent only, users can select a type from this drop-down to reflect the hauling as van line authority, agent authority, etc. (see Haul As Setup).

OA Coordinator

Select the coordinator assigned by the origin agent to be responsible for the move. 

Note: Employees are available within this menu when they have a Status of ACTIVE and Labor Type of “Coor” in their Personnel Setup.

Select the salesperson performing the survey for the origin agent. This is the surveyor assigned by the origin agent to be responsible for surveying the move request.

If the Origin Agent is not a sister agency, then the application clears the OA Surveyor field. 

Note: Employees are available within this menu when they have a Status of ACTIVE and Labor Type of “Sales” in their Personnel Setup.

OA Surveyor Calendar
Opens the calendar of the selected surveyor.  This feature also creates summary data of the request that can be pasted into a new message, new appointment, etc.  See Microsoft Outlook Calendar Integration for details.

Other Surveyor

Enter the name of a surveyor not affiliated to an agent (up to 32 characters).

Survey Date

Enter the date that the survey is anticipated to take place on (or the time it took place on).

See Date Fields for data entry options.

Survey Start Time

Survey End Time

Enter the time or time range that the survey is anticipated to take place on (or the time it took place on).

See Date Fields for data entry options.

OA Order

Set if the order was Pre-sold by the origin agent or Non-sold (competitive bid).

Van Line Registration Date

Enter the date that the order was registered on the van line system.

See Date Fields for data entry options.

By

Enter the person responsible for registering the order on the van line system (up to 26 characters).

Van Number

Number used to identify the van assigned to the order (up to 12 characters).  This field will automatically fill-in with the van number of the driver assigned to the order through Long Distance Dispatch.  The value is from the Van # field from the Personnel Setup record of the long distance driver.